Pinnacle Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Pinnacle Financial Group’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Hold	3,463	–	–	0.1%	79
2025 Q4	$381K	Buy	3,463 +25	+0.7%	+$2.77K	0.11%	79
2025 Q3	$382K	Sell	3,438 -270	-7%	-$29.8K	0.12%	78
2025 Q2	$408K	Sell	3,708 -99	-3%	-$10.8K	0.14%	66
2025 Q1	$423K	Sell	3,807 -38	-1%	-$4.13K	0.15%	61
2024 Q4	$410K	Buy	3,845 +12	+0.3%	+$1.3K	0.16%	59
2024 Q3	$423K	Sell	3,833 -639	-14%	-$69.4K	0.17%	56
2024 Q2	$477K	Sell	4,472 -297	-6%	-$31.6K	0.2%	43
2024 Q1	$512K	Hold	4,769	–	–	0.23%	42
2023 Q4	$513K	Buy	4,769 +2	+0%	+$209	0.26%	40
2023 Q3	$494K	Sell	4,767 -833	-15%	-$88.1K	0.29%	36
2023 Q2	$603K	Sell	5,600 -240	-4%	-$26.1K	0.34%	34
2023 Q1	$644K	Sell	5,840 -125	-2%	-$13.5K	0.38%	34
2022 Q4	$635K	Sell	5,965 -450	-7%	-$48.1K	0.45%	33
2022 Q3	$673K	Hold	6,415	–	–	0.58%	28
2022 Q2	$731K	Hold	6,415	–	–	0.62%	25
2022 Q1	$799K	Buy	6,415 +519	+9%	+$65.3K	0.65%	25
2021 Q4	$762K	Buy	+5,896	New	+$760K	0.59%	27

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Financial Group's TIP Position: Q1 2026 in Review

Pinnacle Financial Group held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 3,463 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #79.

Pinnacle Financial Group first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $799K in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

Pinnacle Financial Group held 3,463 shares of iShares TIPS Bond ETF worth $382K as of Q1 2026.
Pinnacle Financial Group left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
iShares TIPS Bond ETF made up 0.1% of Pinnacle Financial Group's portfolio in Q1 2026, its #79 holding.
Pinnacle Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Pinnacle Financial Group's iShares TIPS Bond ETF position peaked at $799K in Q1 2022.
1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.